Attivo Financial Limited

• Principal Place of Business

  Honeybourne Place

  Jessop Avenue

  Cheltenham

  Gloucestershire

  GL50 3SH

  UNITED KINGDOM

  Phone

  +4401242585444

  Web

  https://www.attivo.co.uk

• Complaints Contact

  Honeybourne Place

  Jessop Avenue

  Cheltenham

  Gloucestershire

  GL50 3SH

  UNITED KINGDOM

  Phone

  +4401242585444

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Buy-to-Let Start Date

• Buy-to-Let Status

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Kathryn Louise Allen

  IRN KLA01030

  • [FCA CF] Client dealing (2 Apr 2024 to 19 Nov 2025)
  • [FCA CF] Functions requiring qualifications (2 Apr 2024 to 19 Nov 2025)
• Katie Helen White

  IRN KHW00003

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 15 Feb 2022)
  • [FCA CF] Functions requiring qualifications (since 15 Feb 2022)
• Kayleigh McCallum Kerins

  IRN KXK00310

  • [FCA CF] Client dealing (12 Jan 2023 to 17 Mar 2023)
  • [FCA CF] Functions requiring qualifications (12 Jan 2023 to 17 Mar 2023)
• Kyle McGill

  IRN KXM00344

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 13 Jan 2026)
  • [FCA CF] Client dealing (since 12 Jan 2026)
• LAUREN Codd

  IRN LXC00027

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 8 Jul 2024)
  • [FCA CF] Functions requiring qualifications (since 8 Jul 2024)
• LEO Richardson

  IRN LXR01439

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 14 Oct 2025)
  • [FCA CF] Functions requiring qualifications (since 14 Oct 2025)
• Louise Barraclough

  IRN LXC00289

  • [FCA CF] Manager of certification employee (3 Aug 2023 to 14 Mar 2025)
• Luke Adlum

  IRN LXA01334

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (5 Jan 2015 to 8 Dec 2019)
• Luke Oliver Charles Bennett

  IRN LXB00356

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Nov 2021)
  • [FCA CF] Client dealing (since 9 Nov 2021)
• MAGNUS Manson

  IRN MJM01322

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 12 Dec 2025)
  • [FCA CF] Client dealing (since 12 Dec 2025)

• Attivo Corporate Planning Limited (no longer appointed)

  FRN 956935 · Appointed 16 Aug 2021 · Until 25 Sep 2025

• Tempus Financial Planning Limited (no longer appointed)

  FRN 746703 · Appointed 26 Jul 2021 · Until 12 Dec 2024

• Attivo Mortgage Planning Limited (no longer appointed)

  FRN 955249 · Appointed 21 Jul 2021 · Until 30 May 2024

• Fraser Financial Planning Limited (no longer appointed)

  FRN 955189 · Appointed 21 Jul 2021 · Until 17 Oct 2023

No changes recorded yet.